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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $80,800 |
CONRAD SIEGEL1 year Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $67,821 |
UHY LLP2 years Filed as: UHY ADVISORS MID-ATLANTIC MD, INC. Service code 10 · EIN 26-0794367 | Accounting | $18,000 |
BOLES, GROVE & METZGER, P.C.6+ years Service code 34 3601 N. FRONT STREET · HARRISBURG, PA 171101533 | Valuation (appraisals, etc.); Direct ... | $9,975 |
ALPS ADVISORS, INC.6+ years Service code 28 PO BOX 44386 · DENVER, CO 80203 | Investment Management | $0 |
BLACKROCK6+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE3 years Filed as: BLACKSTONE ADVISORY PARTNERS L.P. Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
FIRST TRUST ADVISORS L.P.5 years Service code 28 120 E. LIBERTY DRIVE, SUITE 400 · WHEATON, IL 60187 | Investment Management | $0 |
Service code 28 TWO GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,720 | $91,746+24.0% | $146,643-22.5% | $93,010+22.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 80.1%+19.9pp | 73.9%+26.1pp |
| Annual return | 34.94% | 18.28%+16.7pp | 22.75%+12.2pp | 158.70%-123.8pp |
| Employer contribution / active EE | $5,180 | $2,815+84.0% | $4,137+25.2% | $2,705+91.5% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,561-100.0% |
| Admin fee / account holder | $131 | $101+29.6% | $10,280-98.7% | $152-13.5% |